Benefits and Challenges of NetSuite Marketing Automation

Benefits Effective Campaign Management. Automate the execution of marketing campaigns across multiple channels, including website, email, events and social media. Improve Sales Collaboration. Align marketing and sales goals and improve collaboration by quickly converting leads into customers. Measure Campaign Performance. Analyze campaign statistics and ROI from the start of a marketing campaign to the final order transaction. Shortened… Continue reading Benefits and Challenges of NetSuite Marketing Automation

Customer Project Functionality in NetSuite: An Efficient Approach to Field Sourcing in Transaction Search

NetSuite offers a Customer Project functionality that allows businesses to manage projects associated with specific customers effectively. However, when utilizing this functionality, sourcing fields using transaction search by filtering the customer internal ID can become challenging. This is primarily because, when Customer Project functionality is activated, transactions related to projects are associated with project records… Continue reading Customer Project Functionality in NetSuite: An Efficient Approach to Field Sourcing in Transaction Search

Inbound shipment management

This section shows you how to work with the inbound shipment record, and covers the following tasks: Updating an Inbound Shipment Receiving Items on an Inbound Shipment Transferring Ownership of an Inbound Shipment Billing an Inbound Shipment Closing an Inbound Shipment To create an inbound shipment record: Go to Transactions > Purchases > Create Inbound… Continue reading Inbound shipment management

Manage Intercompany Orders

The Manage Intercompany Sales Order page shows intercompany purchase orders that have an intercompany transaction status of Pending or Rejected. Intercompany orders can have the following statuses: Pending: indicates that the intercompany order has not been paired with a corresponding order in another subsidiary. Order pairs are Sales Order/Purchase Order and Vendor Return Authorization/Return Authorization.Note Intercompany orders… Continue reading Manage Intercompany Orders

User is getting a SAML error: “Your access has been deactivated on SAML SSO login even when user is active and has access”

Scenarios: Notice: “Your access to [companyname] has been deactivated. Please contact the company’s administrator to re-activate your access” is received on login from IDP platform to NetSuite. Verify if user has an active employee record (List > Employees > Employees) by checking the status on the employee record. Status should be “Active”. Verify if the role… Continue reading User is getting a SAML error: “Your access has been deactivated on SAML SSO login even when user is active and has access”